Filed October 6, 2015 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $126,133 |
THE CONCORD ADVISORY GROUP2 years Filed as: CONCORD ADVISORY GROUP LTD. Service code 26 · EIN 22-3039644 | Advisory (Participants) | $70,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,357 | $56,095-29.8% | $178,490-78.0% | $90,288-56.4% |
| Participation rate | 89.5% | 65.6%+23.9pp | 81.9%+7.5pp | 73.4%+16.1pp |
| Annual return | 15.91% | 28.81%-12.9pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,253 | $1,572-20.3% | $5,011-75.0% | $2,524-50.4% |
| Participant deferral / active EE | $3,504 | $2,669+31.3% | $5,202-32.6% | $4,232-17.2% |
| Admin fee / account holder | $83 | $101-17.3% | $13,984-99.4% | $114-27.0% |